Sandy Munro Talks Trump, Musk & EVs - AAH 718

[@BryceLovesTech]

My 2013 Model S has 189,000 miles on it on the original battery. You can’t even imagine the misinformation I hear about how I can never road trip, the battery should be replaced and all this other nonsense.

[@gnoxycat]

110k Model S. Nothing with a struggling engine, no Porsche, no Hell Kitten, no crotch rocket has taken me off the light. Not once. If I can hear an engine, you drive something slow.

[@frankcoffey]

Sandy is right the misinformation campaigns about electric cars from all legacy auto is now killing their EV business because their customers have already socialized that stuff. No amount of advertising will change that perception.

[@AllanSustainabilityFan]

Yep, and we saw some dumbos in this episode's chat here echoing that very misinformation again. "Fire hydrants in every street" one chuckle-head parroted. Lacking the capacity to re-think their silly misconceptions - maybe they need some new legacy ad campaign to repair that brain damage.

[@taylorc2542]

The smartest thing about Elon's embrace of Trump was that he opened the eyes of the EV skeptic crowd to Tesla. I know one person who went from EV hater to Tesla owner mainly as a counter woke purchase. Another is seriously thinking about the CT after owning a series of Cummins Rams.

[@rwdplz1]

A good product might change their minds, but it isn't coming from those automakers any time soon.

[@frankcoffey]

@ Yep, all the green folks already have one so he needed a new audience.

[@craighermle7727]

@@taylorc2542 and I know of plenty of people who are nauseated by his association with Felon 47, and will not buy another Tesla or won't buy one now because of his antics.

[@Michael-pi8ps]

The problem is Americans want a short cut to success. Today’s profit is all that matters. It’s why Ford/GM are stagnant, it’s why McDonnell Douglas went broke, it’s why Boeing sucks, it’s why Intel sucks and it’s why that condo in Florida collapsed. It’s even why the US debt is so high. We knew about the issues but we made more money ignoring them

[@LeesChannel]

Intel sucks in comparison to AMD and Nvidia, two other American companies.

[@anthonyxuereb792]

Too right!

[@donswier]

👍 Everyone who has ever been self-employed is nodding enthusiastically to your comment.

[@tigertoo01]

This is the most true comment about how America has worked for decades. It’s not how long things last or how good anything is. it’s how much profit you make when selling the product.

[@michaelschneider-]

@@donswier ... Copy that ..

[@goldreverre]

John M is such a great host. Always polite, informed, sensible and respectful.

[@Abebe345]

And educable.

[@tomschuessler7723]

"Don't save me any money, I can't afford it". I love Sandy's mind. Want success? " Just say No"... LOL

[@lemongavine]

It happens at restaurants. To save money, they freeze the food (less waste), but this diminishes the quality so customers stop coming. Next step, out of business.

[@msmiller57]

The similarities to the Japanese invasion experience are stark. I'm old enough to remember what happened in the 70' and 80's. Those who don't remember history are doomed to repeat it... The US automakers told Dr Deming to pound sand after WW2 so he left American and taught the Japanese how to take our lunch.

[@snookmeister55]

Now the Chinese are kicking Toyota. All Legacy has either failed in China or losing share rapidly, including the Japanese.

[@FrunkensteinVonZipperneck]

We EVen paid Japan for the sand WE had to pound!😮

[@FrunkensteinVonZipperneck]

@@snookmeister55 LEGAs

[@snookmeister55]

My dad was in on some pounding in the Pacific, 1944. ​@@FrunkensteinVonZipperneck

[@moreliberty1]

6:00 Incorrect. Musk has repeatedly said he opposes the government subsidies for EVs. He will be agreeable with Trump if Trump decides the eliminate the EV tax credit. Tesla does not need EV subsidies to succeed. It's the other manufacturers that cannot sell these vehicles at anything approaching profitability.

[@geraldbutler5484]

People talk about Trump as if he is a knowledgeable man. He is really a narcissistic big headed anti - science moron. He promised to make America into nirvana. Let’s see how that goes and let’s see what he promised Musk.

[@donswier]

👍

[@chasl3645]

Thanks 👍

[@chasl3645]

Sandy needs to have a very Frank conversation with President Trump...

[@steelyspielbergo]

Tesla has been taking gov money for over a decade.

[@frankcoffey]

Tesla didn't just make the car parts in house they wrote their own business software! Everyone else has an outrageous IT bills and move at a snails pace while Tesla can make a change in their back end systems at any moment. Imagine what an advantage that is. Same with car production they can make changes in the production line at any time when there is an improvement or fix. It's no wonder GM and Ford can't compete no matter what the design or technology in the vehicles.

[@GTO33]

Tesla also has outragous IT-bills. All "technical" software that is used to design the cars is bougth in.

[@bobbbobb4663]

Even Enron never did that. Kirkhorn Accepted Accounting Practice at work.

[@mattc6854]

Have you actually purchased a Tesla? I have purchased two of them. The sales experience both times was a complete disaster. Their in house IT software is insanely bad.

[@RayNLA]

@@mattc6854 I have two and the purchase experience was great. No complaints whatsoever!

[@frankcoffey]

@ I have two of them Y and 3 and didn’t have an issue. I’m in Texas so I did have to pay the tax and registration myself but I knew that in advance. Someone who didn’t know may have had an issue coming up with three grand or so after thinking the car was paid for. It was a little confusing switching between things to do on the web and things that have to be done in the app so it has room for improvement.

[@kylerobinson7572]

Thank you for having Sandy on the show. Always great insight and discussions!!

[@dewiz9596]

I had a drinking game for every time Sandy says “at the end of the day” I ran out of beer

[@FrunkensteinVonZipperneck]

before “the end of the day?”

[@michaelschneider-]

Guest Sandy Monro - listen up people. .. Thanks great discussion!

[@gregharrison3289]

Nothing screams "I'm a mor_n" louder than saying "I'll never buy an EV". 2000 moving parts vs 20, which one's going to win?

[@peeemm2032]

Some Teslas have about 7000 individual cells in the battery, twice as many connections from the cells to the busses that carry the current. Then there's tens of thousands of cpacitors, MOSFETs/IGBTs, ICs, circuit boards, connectors, etc. in the inverters etc. Electrical and electronic components age, degrade and fail too...

[@JanMartinMelum]

Having Sandy on always guarantees interesting but startling conversations! Seems both Gary and John is having a hard time taking in what he is actually saying

[@gregharrison3289]

Great show! Much better with just one guest.

[@MossMini]

To those working in a legacy auto company, start looking for a new career or plan your retirement.

[@Bernd-b1y]

Lol you might want to check 800V MMA platform by Mercedes Benz or the bigger 800V MB.EA platform and you should also check out the 800V "Neue Klasse" platform by BMW. Both (all three) platforms are far superior to anything Tesla produces. And you could throw in 800V PPE platform by Porsche/Audi, first vehicles on that platform were supposed to be sold at the end of 2022 already. It would have been the best EV platform by that time but unfortunately was delayed multiple times solely due to software issues. And of course you can throw in Hyundai/KIA's 800V E-GMP platform (800V since 2021 for EVs which cost less than 50k!), and the platform should get a successor at beginning of 2027. We can also look at Volkswagen, the VW ID.7 is probably one of the best executive EVs for the money. It doesn't do anything special and you can not compare it to the next gen EVs, but it also doesn't do anything wrong. It is at least on par with Tesla. You can also throw in the upcoming sub-compact EV from Volkswagen, the ID.2, it is going to be the most comprehensive sub-compact EV on the market. GM has very affordable yet sufficient enough EVs like the Chevrolet Equinox EV or the upcoming next gen Chevrolet Bolt. Nothing fancy about those cars but they do their job, have awesome range and drive solid and all of that for an affordable price. And on the other hand they have the most capable 800V trucks (Silverado EV and GMC Sierra EV) and GM might gain access in 2025 to cutting-edge 900V 6C LFP batteries which were co-developed by SAIC-GM and CATL. Charging from 10-80% takes 10min with these batteries if you have a suitable charger.

[@MossMini]

@@Bernd-b1y Legacy OEMs can never make a SmartCar. You have been warned.

[@Bernd-b1y]

@@MossMini Lol Mercedes is ahead of Tesla in terms of "SmartCar". Tesla is the epitome mediocrity

[@johnb300m]

I think Sandy’s going to be disappointed in what he “thinks” Trump will do. And what he’ll actually do.

[@JDelta87]

There are advantages and drawbacks to owning and maintaining electric vehicles. As long as consumers are informed about both, it’s up to them to decide if it fits their particular needs.

[@frankcoffey]

Imagine what would happen if there were a change in buying habits for vehicles in the US. Many people are buying trucks that don't need one. If that changes there is no plan B.

[@TonyBasuro]

I KNEED Ef150 sooooo bad

[@snookmeister55]

Plan B would be a passenger vehicle instead of a pickup truck? GM and Ford may not have a plan but others do.

[@TonyBasuro]

@@snookmeister55 the Cybertruck was a Red Herring that kept Detroit from really commiitting to a passenger car that would compete with the Models 3 and Y. In 2019, about a month before puffing that blunt on video, he told that silicon valley podcaster he was working on a vehicle that greatly interested him personally, more of an Experimental. It was to be very "Cyberpunk" (Billy Idol did an album of that name in '91. It's excellent.) and not for the mass market like the 3 and Y. Detroit fell for it. Detroit HAD TO protect their truck market. They had already ceded the Family Sedan segment to Toyota and Honda.

[@FrunkensteinVonZipperneck]

@@snookmeister55 those “others” are in Shanghai. Now. But that “Competition” really IS coming..

[@a2jettagli]

Most evs have radiators/condensers. They use them for the HVAC and thermal management of the battery. They can be very costly to repair when they break as well. Had a rock go thru mine, $1500 at the dealer to repair. All that said, these EVs are truly very low maintenance cars. I've driven nearly 100K miles now with 2 of them, basically no maintenance except that repair I mentioned, 2 recalls repaired for free, cabin air filter, tires, wipers and wiper fluid. That's it!

[@bbk3078]

Which brand?

[@a2jettagli]

@bbk3078 most EVs have radiators/condensers. That's how AC, heat pump and battery thermal management work. All teslas have them as one example. My egolf has a radiator and condensers.

[@mikebailey2970]

love listening to conversations with Sandy. Quite frankly most of your other guests are talking about markets and strategies that are so dated and simply won't work going forward

[@joelschroeder8071]

It is so funny. People that support Trump just get to say "he won't do what he says" and then get to make up what he will actually do. It is such an odd thing to watch.

[@12345682900]

Bingo! The 2024 election was about the economy, but WE ALL KNOW Trump ran to stay out of prison. Don't be surprised when Trump resigns the Presidency in 2025 and "retires" in Florida. Vance will pardon him of all crimes and, well, that's that! POOF! Trump-the rapist, felon, criminal, racist grifter insurrectionist-is a free man. Does anyone REALLY believe Trump cares about the American people?

[@MaxPower-11]

Typically the reason ‘Trump doesn’t do what he says’ is not necessarily due to a lack of desire but thanks to installing total incompetents in positions of power.

[@Andy-br1hq]

It’s crazy, Sandy is no dummy but what he says about trump is befuddling. Did he live in America from 2016-2020?

[@12345682900]

@@Andy-br1hq Bingo!

[@mowensmd]

Watch out, the moderators are deleting comments like this.

[@RobertOlds.630]

We talked about the long view with Japan in the mid-'70's. Didn't we learn?

[@phillyphil1513]

Q: Didn't we learn? A: no. okay next question.

[@tedg1609]

The CEOs learned - bankrupt company while stealing tens of millions, retire and next three generations don’t have to work, government bails out dead company. Repeat.

[@rowleymyron]

Thanks!

[@carvalhoribeiro]

Great interview. Thanks for sharing this

[@jordanschultz2232]

Sandy is always grest to hear from! He could have s standing minthly visit just so insightful

[@andders2477]

When talking about subsidy etc. Was Tesla not started partly on a State loan ?

[@tenzinpassang4812]

yes, and they repaid it 9 years early and paid penalties for paying it early. GM and Ford has yet to return those billions back to tax payers. 😢😢😢

[@steelyspielbergo]

@@tenzinpassang4812 Ford did take a bailout and GM paid it back. Why are people ok with simply making up stuff?

[@Michael-pi8ps]

@@tenzinpassang4812 Ford didn’t get any bailout money. Ford took out their own loan. It was GM who took the government bailout

[@michaelschneider-]

@@Michael-pi8ps .. True that

[@michaelschneider-]

@@tenzinpassang4812 .. Shotgun spread bull shit ... Ford had no such "loan" bailout.

[@edkeefe]

The UK has not and is not planning to place import tariffs on Chinese EV’s. Brexit means we don’t have to follow the EU. The UK went through this in the 1970’s and we’ve become more agile.

[@frankcoffey]

Great show.

[@fiddlerJohn]

0:58 [Which] "vehicle went into production in Germany on November 7th 1957 M today's November 7th so it's a celebratory day for this vehicle it ended production on April 30th 1991 now the plant it was manufactured in is the plant that currently builds the VW ID3 id4 id5 Audi Q4 ."

[@Shagwyre]

Sandy is the automotive EXPERT of experts. Amazing insight!

[@donswier]

Sandy's visit on Autoline 10 years ago is why I still have an i3 REx (despite him calling it ugly)☺️

[@snookmeister55]

Munro is respected by people with a brain. Others hate him but it's not rational.

[@jed2049]

Always good to see Sandy.

[@ChuckSilva]

I love Sandy! But he’s clueless about Trump! Trump is not a good businessman!

[@richardkule9384]

Trump Inc. gonna fuck up everything, and loot the country of anything & everything they can get their criminal hands on. We is screwed.

[@craighermle7727]

I own a Tesla, but honestly, if I knew now what I didn't know when I bought the Tesla I never would have.

[@StratumPress]

Okay, anonymous internet person.

[@stevegolubic6399]

Yeah like you know better😆

[@josephdrummondo2337]

Two greedy bastards

[@dennisstafford7801]

Love the quote "Build the company, not the career"

[@jform8147]

Trump will look at everything and say “how can I personally benefit from this”. He doesn’t give a flying F about anyone but himself

[@12345682900]

BINGO!!!!!!!! I pray Sandy is correct, but WE ALL KNOW Trump only cares about Trump, who's not too bright and very lazy. The 2024 election was about the economy, but WE ALL KNOW Trump ran to stay out of prison. Don't be surprised if Trump resigns in 2025 then "retires" in Florida. Vance will pardon him of all crimes and, well, that's that! POOF! Trump-the rapist, felon, criminal, racist grifter insurrectionist-is a free man. I PRAY TRUMP proves me wrong AND Sandy is correct.

[@bobbysuazjFhvcfgh]

Grifter in chief, somebody handed him an envelope of money at a rally and he was trying to open and count the money right there 😂😂😂

[@johnwiley2901]

Yeah, Sandy may know a ton about cars, but he is clueless about trump. He really thinks he's a smart business man 😄😆🤣

[@Jasona1976]

Your tears are sweet to see.

[@tumbleweed1976]

And Biden showed his colors ignoring Tesla, praising GM Mary & union leaders. I’m sure there is more but political leaders have their own interests at heart.

[@vancity2349]

Culture culture, Sandy nailed it again...

[@matthewStapleton]

Great show. From Ireland who don’t make cars, excited for the future

[@Clint-stanley]

Sandy is dropping the truth. Legacy is not making any progress with future vehicles. When the new Model Y is available, it is over for legacy.

[@Bernd-b1y]

Lol you might want to check 800V MMA platform by Mercedes Benz or the bigger 800V MB.EA platform and you should also check out the 800V "Neue Klasse" platform by BMW. Both (all three) platforms are far superior to anything Tesla produces. And you could throw in 800V PPE platform by Porsche/Audi, first vehicles on that platform were supposed to be sold at the end of 2022 already. It would have been the best EV platform by that time but unfortunately was delayed multple times solely due to software issues. And of course you can throw in Hyundai/KIA's 800V E-GMP platform (800V since 2021 for EVs which cost less than 50k!), and the platform should get a successor at beginning of 2027. We can also look at Volkswagen, the VW ID.7 is probably one of the best executive EVs for the money. It doesn't do anything special and you can not compare it to the next gen EVs, but it also doesn't do anything wrong. It is at least on par with Tesla. You can also throw in the upcoming sub-compact EVs from Volkswagen, the ID.2, it is going to be the most comprehensive sub-compact EV on the market. GM has very affordable yet sufficient enough EVs like the Chevrolet Equinox EV or the upcoming next gen Chevrolet Bolt. Nothing fancy about those cars but they do the job well, have awesome range and drive solid and all of that for a cheap price. And on the other hand they have the most capable 800V trucks (Silverado EV and GMC Sierra EV) and GM might gain access in 2025 to cutting-edge 900V 6C LFP batteries which were co-developed by SAIC-GM and CATL. Charging from 10-80% takes 10min with these batteries if you have a suitable charger.

[@Clint-stanley]

@@Bernd-b1y Then how come they are struggling for sales while Tesla is outselling them with a 83% repeat customer rating. You sound like someone from Legacy still believing they even have a future.

[@Bernd-b1y]

@@Clint-stanley the answer is gullible and ignorant fanboys, your comments show that perfectly. You might want to dig deeper about upcoming EVs from "legacy" car manufacturers, they are far superior than anything Tesla produces.

[@Clint-stanley]

@@Bernd-b1y Legacy EV sales are pitiful. Because their EVs are just ICE cars with an engine swap. They are not software defined and their performance is poor. Come back when they start being profittable.

[@davidhancock91]

Sorry guys, if you give Sandy cred, you lose me. He is on Elon’s payroll, who is trumps new minister for whatever he wants. And Trump works for The Kremlin. I’m out

[@FrunkensteinVonZipperneck]

“out” where? If you are an American, you have no “out”

[@mowensmd]

You are close. Musk/Thiel understand that USA is over. Biden just protected the oil and oil dependent industries because that's how USA had global leverage. China owns the verticals that USA let go, as the interview clearly states. No real US EV company ignores China. And once Biden went after Tesla, that was that. Trump was a cooked goose until Thiel/Musk funded him. It's truly the Thiel/Musk presidency now. I think it might just be time for the USA to get kicked in the teeth too.

[@SLACKLINEDUDE]

Elons a major moron but you can't deny Tesla and SpaceX are powerful companies that are innovating, my only wish is that Biden collaborated more with Elon ;(

[@ericogden4589]

​@SLACKLINEDUDE yeah...just SpaceX and Tesla (and five other innovative companies). Yep. Elon's a moron. Listen to yourself.

[@JT_771]

Always good when Munro is on. Good discussion.

[@dewiz9596]

One of the best AAHs I’ve seen!

[@backdoormanintheend]

Thanks.

[@marcelpatel9017]

189,000 miles is peanuts for a car and keep in mind an EV has no cogs or gears. It should last a long time. The unfortunate truth is all that plastic and tech gradually ages the car over time.

[@jamesvandamme7786]

Here in the NE metal turns to crap in ten winters and can't be economically repaired. I'd rather have a plastic car.

[@ShadowRealmLegacy]

Excellent episode!!!

[@plausibleg.3170]

I just don't get it! How could a guy like me see that the Chinese would destroy the American car market a decade ago? If we lose the dominance of the dollar we're toast.

[@franzvanjulio5523]

How about us giving China favored trading status during the Clinton administration? I thought that was strange back then when everyone referred to China as a sleeping giant waiting to destroy us. It must simply be about the money, but everything has its price.

[@jamesvandamme7786]

Where were you 40 years ago when the Japanese did it?

[@franzvanjulio5523]

@ I was 7. I understand the many great things Tesla had done, but the taxi service proposed is just a farce. That aside, removing the windshield wiper stalks isn’t the kind of innovation that I’m craving, but Sandy finds exemplary. Musk could have had a tremendous hit on his hands had he invested in releasing an affordable car instead of the Cyber Truck. I think this taxi stuff is vaporware.

[@chasl3645]

Sandy needs to have a very Frank conversation with President Trump...

[@FrunkensteinVonZipperneck]

a very FrUnk conversation ❤

[@aeroskiff]

and Trump hasn't the attention span to listen, only listens if he can profit out of it..... you want a Trump NFT or bible?

[@chasl3645]

@@aeroskiff So you'll stick with the baby killer. Got it....

[@calr4459]

Regarding Sandy’s Jeep. Stellantis needs an executive to look at Jeep and Wrangler Owners Forums to see what is really rolling off the assembly lines.

[@GMBOB12]

2003 dodge neon ipc was programable by bluetooth.

[@lanista78]

Honestly, the whole talk was good but the rattle snake story at the end was why I keep listening to Munro wisdom.

[@Outsider.Reviews]

Ok so Sandy is all for Trump because he thinks that Trump won't do the things he said he would do during his campaign? I mean.... 🤯. BTW, I'm not for or against Trump

[@snookmeister55]

They all blow smoke during the campaign, with some being very open about wanting to restrict your 1st and 2nd ammendment rights and give your money to others.

[@Outsider.Reviews]

@snookmeister55 yes but my point is, voting for someone with the pretense they won't follow through with their campaign promises is just dumb, especially when it's related to what you care the most about.

[@charlesrovira5707]

@17:20 Remember *William Deming* and the *Japanese?*

[@mickjoebills]

Sandy says he hasn’t been in a Chinese factory since 2019. Sounds like an opportunity for a Netflix documentary..

[@remix-yy1hs]

No they should ban him from entering china. He is a spy

[@ramblerandy2397]

Jeez. John with his insistence about running out of money. He's hugely missing the point.

[@netscrooge]

Sure, Munro knows the auto industry, but evidently very little about politics. How embarrassing.

[@LTVoyager]

Interesting that Sandy brags about training the Chinese engineers and then criticizes BMW and others for doing the same thing. Just a touch hypocritical I’d say.

[@ah244895]

Not quite, Sandy taught the Japanese good manufacturing processes that the American automakers were rejecting at the time. But, you do have a bit of a point. First the Japanese, now the Chinese, maybe later the Indians.

[@LTVoyager]

@ And BMW sold cars to China that nobody else was buying. Pure hypocrisy for a person selling them knowledge to criticize others who are selling them products. I would actually argue what Sandy did was worse than what BMW did.

[@nathanroberson]

Great to see Sandy back.

[@charlesrovira5707]

@36:00 *Sandy* got it right. *Tesla* can save all that money by getting rid of rear-view mirrors, steering wheels, linkages, etc. The EV will be safer, cheaper, and more reliable if we let the car drive itself. And face it, do *_you_* trust the 18-year-old _schmuck_ in the next lane to *_not_* drift into your lane because he's too busy playing with his _fondle slab._

[@ivankuljis1780]

@1:00:46 They Stacked Diess....thats what happened Sandy! IMHO

[@Westcoastride]

GM took over the former Wartburg plant in Eisenach to produce various Opel models using The Toyota Production System. It became the most efficient plant in Europe at the time. I was one of the founders.

[@peteregan3862]

Tesla going to China was very beneficial for the Chinese. The Tesla designed parts Tesla ordered from Chinese suppliers was an education for the Chinese industry. The Chinese great leap forward in EVs happened after that. The Tesla CT is a step forward in a luxury priced vehicle. When we see the systems in the updated Model Y, we will see another step forward that builds on the CT system upgrades. Enough CyberTrucks have been sold now that a number must have been disassembled and had their key systems sent to China. No doubt CareSoft and others have a number of Chinese customers for their reports.

[@snookmeister55]

That's a good point about the 100% locally supplied vehicles from Shanghai. It was a condition of the unique Tesla deal with China. No doubt you are correct that they've all learned a lot and will continue to. They are shrewd.

[@mowensmd]

It's why Musk picked China over USA, also while Biden acted as protectionist for failing Detroit/UAW.

[@typxxilps]

Kübelwagen has been built shorter. Zwickau is the big ID factory. 3:10 - GM took over that EISENACH plant in 1990 with their Opel brand

[@roccovolpe5384]

Chapeau mr Munro! ❤👏👏👏👏👏👏👏👏👏👏👏👏 From Italy 👋

[@nathanroberson]

40:04 I feel saying that you don’t want Legacy automotive to try to build their own chips is because you’re judging their ability is so far below that that they shouldn’t ever try. This makes your statement declarative that Legacy motive have the engineering Tesla has. And couldn’t have it if they wanted to.

[@ZanethMedia]

GO OFF KING WE LOVE SANDY

[@stephenc6955]

Many of you are easily impressed by Munro, I sense snake oil

[@hankmoody7521]

As an European, I'm facinated by the mental flexibility of US Republicans, saying "they don't want another Russia" but have no problem with the state giving thousands of dollars in subsidies to consumers or privat companies. Even socialist Europeans disagree with this... but glad to see, margins of GM and Ford hold for another four years before getting crushed, like everyone else in the industry. Btw just to reiterate, BMW is the biggest US car exporter, while Tesla is exporting cars from China to Canada... just saying. And Sandy should probably test another VW product like the PPE platform or the latest ID.7, which is selling like hot cakes in Europe right now, while Tesla is down e.g. 42% YoY in Germany.

[@gritnltw]

Always happy to see Sandy in Afterhours. Since the i3 tear down some time back in 2013-14 when I had just move to Asia and working in product development, looking to find videos on Design for Manufacturing...

[@FrunkensteinVonZipperneck]

21:30) “million mile S” Stephen King bought the first Model S - still his transport from Orono to Longboat Key 12 years later…

[@dennissalisbury496]

You have to consider all the savings/efficiencies that EVs and FSD can offer in terms of transportation and municipal expenses which vastly exceed the cost of the vehicles.

[@jguterm1]

Like post WW2 euro / japanese industries. N.A. automakers can leapfrog the competition with cutting edge battery & electric motor drive trains from cooperating vendors.

[@FrunkensteinVonZipperneck]

“can” but “won’t”

[@vincentdeleonjr1039]

great fellows thank you

[@craighermle7727]

Lackluster auto is at the starting line because they were allowed to stay there.

[@FrunkensteinVonZipperneck]

LEGAs said, “What race?”

[@jamesvandamme7786]

Or forced, we don't know. Like the GM EV-1.

[@AlexPotvin]

Casually forgetting about carbon credits or just Tesla’s subsidy-chasing in most markets but yes.

[@bbk3078]

Tesla has been on record telling the government to pull all subsidies. Including gas companies.

[@Joel-Opal]

...so you voted for Trump although you believe he is an incompetent liar

[@justanotherguy7798]

As long as I can still drive myself I will, I enjoy driving more than ever now that I drive an EV. The thing about an EV is they are more fun to drive, smoother, faster, can refuel at home, don’t knock one until you drive one but beware you might throw rocks at your ice vehicle,three years owning one and never to ice again.

[@danharold3087]

Will say it again. Western automakers are competing against all of china. If China don't win with one brand they will win with another. SASAC will see to it that the most competitive cars will get funded SOE or not. SASAC's charter was amended to allow them to do so. If the US wants automakers it needs to understand this.

[@bobmccausland1190]

The dealership model is the lead weight around the legacy automakers' ankles. They have to change that model into a system that will work for them.

[@cathyk9197]

Sandy is. the best!🥰

[@jackbrady4369]

A great show with Sandy. Yeah, Electric vehicles are still expensive. Cost for materials and manufacturing batteries made EV more expensive than ICE vehicles. Range anxiety and charging rates were everyone concerns, but now the infrastructure for charging and rapid charging capabilities have improved. New chemistry for EV battery technology is improving the range efficiency and recharging rates.

[@jamesvandamme7786]

EVs in USA are too expensive because they are still "luxury" vehicles. It made sense when batteries were pricey but nowadays we need cheap EVs with less gimmicks for the common man. China has them.

[@BryceLovesTech]

Tesla revealed in 2012 the software defined vehicle in the model S. Remember the legacy auto makers dismissed it back then.

[@robwalker4548]

While I am not in 100% agreement with Sandy on everything. However, because he has been involved with consulting Aptera is one of the reasons I decided to order one. While it may be better I am not happy they are using a Chinese motor but if they increase the price that is shown on my order I will cancel.

[@RayNLA]

What you’d rather GM make the motor? 😂

[@freetorobandloot]

The price of your order will definitely be higher if the motor is American made.

[@jamesvandamme7786]

They couldn't work out the kinks of their own motor so they went to a supplier.

[@maximburgman]

I love the magical thinking: ‘I know what he really meant and what he’s going to do…despite that everything he said and did is completely backward to what I’m about to say is how I believe things need to be’. It’s like people’s brains have two gears: ideology and truth…and never the twain shall meet.

[@LTVoyager]

I am getting Deja vu here. Sandy’s discussion about China sounds just like what I heard in the early 80s about Japan. I had just entered the corporate world and the director of our group and his staff visited several Japanese companies and came back and basically told us we were doomed as we simply could not compete with the Japanese. 20 years later and Japan is on the ropes and my employer is doing better than ever. The same will happen with China and is already happening. Sandy needs to listen to Peter Zeihan a little.

[@pistonburner6448]

Japan didn't own the oil or steel or have a monopoly on pistons.

[@LTVoyager]

@ What’s that got to do with the price of wheat in Russia?

[@pistonburner6448]

@@LTVoyager I just pointed out how different this situation is to 80's Japan's entry to the US auto industry. Panda-nation controls the batteries. Japan also didn't have slaves and total control to force massive amounts of cheap EVs to be produced.

[@LTVoyager]

@ I wasn’t talking about the auto industry. I was talking about Japan’s manufacturing and quality prowess in the 80s as compared to the US. China’s economy is already imploding due to some very dumb social policies and being run by a dictator who has purged his inner circle of anyone who would tell him the truth. A country run by a dictator who is surrounded by “yes” men will not survive long.

[@AllanSustainabilityFan]

Japan passed us back then, but today they are in the same boat as we are, for similar reasons. They stopped innovating. Well, we have Tesla at least, so that's not strictly true, there's allot of innovation coming from that to keep us in the game hopefully. But China is a powerhouse at a time of major disruption.

[@XerxezsX]

In the Trump rallies he kept repeating that the electric cars catch on fire and explode 😂

[@michelemichele6387]

Miss Cory!!💯

[@toddbroeker8683]

I would have loved to hear Sandy’s take on Scout…what it might do for VW, the Rivian software connection… I’d also like to hear his take on what GM is doing with the Ultium platform and the success they’re having.

[@charlesrovira5707]

@37:17 I really, _really,_ *really, **_really_* want a *Roe Boven* to use as a _self-driving_ mobile home. I can live out my _golden years_ going from place to place between park and beach.

[@FrunkensteinVonZipperneck]

Row Boaven can take you across the lake❤

[@mrjim1973]

Sold out to China

[@jamesvandamme7786]

USA was not interested.

[@freeaccess5905]

Tesla was build on Government subsidies. For example, Norway exempted Tesla from the 25% VAT. They sold carbon credits, etc…. They also got the US electric vehicle credits for years.

[@rlu1956]

"...I am a Republican...." Good call Sandy. "The worse thing a good man can do, is to do nothing." Sometimes, we HAVE to speak...stand. Musk and DC will be good for Michigan and the world, indeed.

[@zencone]

As to oil changes...I just learned that Tesla motors should have oil changed for the gear box drive unit @ ~90K miles and it's pricey to have done.

[@devonbikefilms]

Simple job, not expensive. Half hour and some oil. Simples.

[@FrunkensteinVonZipperneck]

@@devonbikefilms But, but, oil! $29.95!

[@jamesconner3437]

Sandy needs to address how the US can provide the electrical grid. And I'd ask sandy how does the electrical charging grid work in China ?

[@user-tx9zg5mz5p]

Chinese car designs and tech are decades ahead😊

[@freetorobandloot]

TFLEV reviewed the BYD shark, and they couldn't stop praising it. I need to get one of them even though I don't like pickups.

[@teslamr7333]

When it comes to Trump and Musk, one hand washes the other.

[@FrunkensteinVonZipperneck]

Which claps?

[@freetorobandloot]

And they use their available hand to wipe each other.

[@lexusfan100]

warren buffett played such a huge part in byd?? didn't know that

[@waynerussell6401]

Rescued the company when it sold batteries only, for $1 a share. Now divesting.

[@FrunkensteinVonZipperneck]

Not “big.” BYD was the biggest battery Co. on Earth when BH put in $239 million..

[@DishNetworkDealerNEO]

Sandy, there is a radiator. But there is no expensive to rebuild multispeed transmission.

[@LTVoyager]

Since when did Tesla eliminate the radiator? How do they cool the batteries?

[@battousaihimura]

Lol! Those radiators are VERY much there. Just smaller

[@LTVoyager]

@ I know. My point was Sandy repeated the myth that Tesla’s and other EVs don’t have radiators and that is just BS and he should know better.

[@omegalamda3145]

They use an 8 valve heat sump to extrapolate the heat from battery and every other heat source. The valve is a thermal dynamical transporter, interconnect cooling and heating.

[@omegalamda3145]

Watch The Car Nut on the Cyber truck- electrical engineering is brilliant. Simplicity allows genius.

[@LTVoyager]

@ ROTFL.

[@Northbaylandscaping]

Musk stated serveral times he doesn't think nothing should be subsidized oil or ev's so Trump will axe ev credits

[@franzvanjulio5523]

Of course he’s saying so after having benefited from U.S. support in the past.

[@freetorobandloot]

If ev subsidies go away, the ev transition in the usa will stop. We will continue to pollute and die of preventable illnesses because we allow big oils to control the politicians.

[@remix-yy1hs]

Ofcourse. Then let the Chinese in without tarrifs only 10% like it used to be.

[@jamesvandamme7786]

@@franzvanjulio5523 The big 3 never had to give Tesla all those carbon credits. They could just build EVs instead of ICE. Instead they are still dragging their feet, and paying the credits.

[@roadmound429]

William Edwards Deming gave advise and consulting to Manufacturing Japanese Firms. His legacy was Control the Process to eliminate variation and waste. Sandy Munro has given advise and consulting to Automotive Chinese Firms. His legacy is Don’t Hire an MBA Or Similar that will destroy your company by Cutting Costs in a Dumb and in a Non-Sustainable Way For Your Business.

[@DishNetworkDealerNEO]

Elon’s stubbornness prevents the Steering wheel and brake and accelerator pedal from being added to Robotaxi. Which is a crying shame! I want control over my vehicle.